Civic Intelligence

Joan G & Michael R Potter Foundation

EIN 32-0238957 • Chapel Hill, NC

75 Cedar Hills CircleChapel Hill, NC 27514
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE O • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

94%

Higher net margin than 96% of similar nonprofits.

NTEE O • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

NTEE O • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

98th percentile

862%

Faster revenue growth than 98% of similar nonprofits.

NTEE O • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue67th percentileNet Margin96th percentile

Revenue

Up

$298,369

Up $267,360 (+862%) from 2023

Expenses

Up

$18,511

Up $7,758 (+72%) from 2023

Net Income

Up

$279,858

Up $259,602 (+1282%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2020: $78,010Liabilities 2020: $0Net Assets 2020: $78,0102020Assets 2021: $72,442Liabilities 2021: $0Net Assets 2021: $72,4422021Assets 2022: $118,003Liabilities 2022: $0Net Assets 2022: $118,0032022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2020: $44,194Expenses 2020: $5,436Net Income 2020: $38,7582020Revenue 2021: $8Expenses 2021: $1,442Net Income 2021: -$1,4342021Revenue 2022: $53,803Expenses 2022: $7,702Net Income 2022: $46,1012022Revenue 2023: $31,009Expenses 2023: $10,753Net Income 2023: $20,2562023Revenue 2024: $298,369Expenses 2024: $18,511Net Income 2024: $279,8582024

Highlighted filing

2024

Revenue$298,369
Expenses$18,511
Net Income$279,858
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$298,369
Expenses
$18,511
Net income
$279,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.98$0.19$2.80
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$0.11$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.54$0.08$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.44$0.05$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 19, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael R PotterPresidentPT$0--
Joan G PotterVice President-$0--
Michael Q PotterSecretary-$0--
Daniel K PotterTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Joan G & Michael R Potter Foundation
EIN
32-0238957
In Care Of
% Michael R Potter
Phone
9199675474
Address
75 Cedar Hills Circle, Chapel Hill, NC 27514

Signing Officer

Name
Michael R Potter
Title
President
Phone
9199675474
Signed
2025-02-19
Discuss with paid preparer
No

Preparer

Firm
Desert Business Services
Address
PO Box 2557, Palm Springs, CA 92263
Preparer
John M Pullin Ea
Phone
7603233939
Raw XML Appendix320 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joan G Potter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Michael Q Potter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Daniel K Potter
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt397
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL R POTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09199675474
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joan G & Michael R Potter Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0320238957
ReturnHeader/Filer/InCareOfNm0% Michael R Potter
ReturnHeader/Filer/PhoneNum09199675474
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Cedar Hills Circle
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027514
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203363782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Desert Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2557
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092263
ReturnHeader/PreparerPersonGrp/PhoneNum07603233939
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M PULLIN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-19T13:29:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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